Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from FOMC speculation to inflation breakdowns to earnings forecasts and market sentiment. Have a great weekend!
Jake: This may have been the week markets decided to start discounting the next Federal Open Market Committee (FOMC) chairman, with prediction markets seeing a 3-man race
Data as of 07.16.2025
Jake: while fund managers have been leaning in Treasury Secretary Scott Bessent’s direction
Data as of 07.11.2025
Beckham: A challenge for the next chairman may be finding ways to regain influence on the longer-term rates
Data as of 07.16.2025
Ten: as a premium has become demanded in long-term Treasuries, presumably due to deficit and debt concerns
Source: @ernietedeschi as of 07.16.2025
Arch: with the widely-followed mortgage rate stuck at higher levels than both buyers and sellers would like
Data as of 07.16.2025
Dave: Consumer prices as measured by the CPI have seemingly stabilized at levels lower than a few years ago but stubbornly higher than most would like
Source: Raymond James as of 07.14.2025
John Luke: Housing and services remain the primary factors keeping inflation above the Fed’s stated target of 2%
Source: Stifel as of 07.16.2025
John Luke: While Core Services remains the visible thorn in the side of monetary policy makers
Data as of 07.16.2025
John Luke: we may be starting to see upward pressure on what have been flat prices for Core Goods
Data as of 07.16.2025
Dave: In keeping with historical patterns, and amplified by tariff talk, earnings estimates for the just-ended 2nd quarter have come down quite a bit from the levels of a few months ago
Source: Strategas as of 07.15.2025
Dave: making forecasts for the quarters following Q2 a bit hard to believe, especially as you work down the company size scale
Source: Raymond James as of 07.14.2025
Dave: That said, S&P 500 companies as a whole have been stalwarts at underpromising and overdelivering
JD: It’s hilarious to watch Wall Street strategists run their price targets up and down based on prevailing prices and sentiment
Dave: The historic equity market recovery from the April lows may warrant a pause, but similar moves in the past have generally continued higher
Source: Strategas as of 07.14.2025
Brad: and markets trading at all-time highs have a good history of continuing higher
Joseph: While institutions have seemingly fought much of the recovery, individuals have been aggressive buyers
Data as of 07.14.2025
Brian: and they’ve been joined by corporations happy to continue putting cash to work despite the uncertainty
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